- Investors Fund
The Investors Fund seeks long-term capital appreciation.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in the common stock of established, high-quality, growth companies. The portfolio managers define “high-quality” companies as those businesses that have demonstrated stable revenue and earnings growth patterns and high profitability metrics, and that maintain proportionately low levels of debt. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time. This reflects Madison’s belief that your money should be invested in the adviser’s top investment ideas, and that focusing on Madison’s best investment ideas is the best way to achieve the fund’s investment objectives.
|(as of Friday April 28, 2017)|
|Class A||Class Y||Class R6|
Links to other Madison Funds information:
Daily Price Summary
Performance Summary (PDF)
Prospectus and Financial Reports
Account Applications and Forms
Form 8937 - LCG merger into Investors Fund
Form 8937 - DE merger into Investors Fund
Jay Sekelsky, CFA
Jay has served as portfolio manager on the U.S. Equity Team since 1991 with a primary focus on Large Cap. In addition to his portfolio management duties, Jay has been a member of the Executive Committee since its inception. Prior to joining Madison, Jay worked at Wellington where he was an investment officer. He holds BBA and MBA degrees from the University of Wisconsin and graduated from the Applied Security Analysis Program.
Matt Hayner, CFA
Matt has served as portfolio manager on the U.S. Equity Team since 2008. He is currently a co-portfolio manager on the Large Cap strategy. In addition to his portfolio management duties, Matt also serves as an equity analyst on the team. Prior to joining Madison as an equity analyst in 2002, Matt began his career as an industrial chemist. He holds a BS degree in Chemistry from Eastern Illinois University and a MBA from the University of St. Thomas.
|Top Ten Fund Holdings|
|(as of March 31, 2017)|
|BERKSHIRE HATHAWAY INC CL B||5.0%|
|JOHNSON + JOHNSON||4.7%|
|DIAGEO PLC SPONSORED ADR||4.4%|
|AMERICAN TOWER CORP||4.3%|
|PPG INDUSTRIES INC||4.3%|
|BROOKFIELD ASSET MANAGE CL A||4.2%|
|% of Fund in Top Ten Securities||44.2%|
|Total Net Assets (as of 12/31/16)||$291.7 Million|
|Turnover (as of 10/31/16)||27%|
Complete Holdings List